Saad Ullah
⬤ Recent internal projections reveal Anthropic's confidence in operating AI infrastructure more efficiently than OpenAI when measured against revenue. These figures suggest their infrastructure will scale better than their competitor's going forward.
⬤ Potential tax changes targeting compute-heavy industries could disrupt the AI landscape. Proposed measures might increase operational costs across the board, potentially forcing smaller players out of business while pushing talent toward larger companies that can weather the financial pressure. Such policy shifts would create fresh challenges for both companies as they scale.
⬤ The internal data shows a dramatic trajectory: Anthropic's server spending is expected to drop from around 600% of revenue in 2024 to roughly 140% in 2025, continuing down to approximately 50% by 2028. OpenAI's spending, meanwhile, holds steady in the 110-120% range throughout this period. The efficiency crossover happens in 2025, when Anthropic's percentage dips below OpenAI's for the first time. The numbers suggest Anthropic's initially high burn rate reflects heavy upfront investment rather than ongoing inefficiency.
Saad Ullah
